Kestra Investment Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.08M	Buy	49,519 +17,771	+56%	+$388K	0.02%	270
2025 Q1	$691K	Buy	31,748 +24,545	+341%	+$534K	0.02%	220
2024 Q4	$154K	Buy	+7,203	New	+$154K	0.01%	391